Calvary Lutheran Church is partnering with Thrivent to present an estate planning seminar on Thursday, June 13 at 7 p.m. in Kavasch Hall. The speakers are William O’Doherty and Cooper Degregorio. They will cover:
- Essential estate preservation documents you should have
- The purpose of a will
- Estate taxes and annual gifting limits
- The probate process
- Advantages of naming beneficiaries on your accounts.
- The SECURE Act 2.0 and how it impacts your family
- Concerns about how to protect your assets
- Long-term care: Costs and options
- Effects of income taxation upon death
Q&A will follow. Light refreshments will be served. Calvary Lutheran is located at 23 South Prospect Street, just off Bloomfield Avenue near the center of Verona. All are welcome!
